Account Manager Intermediaries 100% (f/m/d)

Tasks

• Responsibilities in the Private Banking Division
• Management of Brokerage Instructions
• Trading Administration and Documentation of Client Portfolio Activities
• Billing Customers
• Customer Relationship Management

Requirements

• In-depth expertise in the primary markets (e.g., familiarity with regulatory instruments such as global investment funds and private equity, as well as their use in structured equity offerings)
• Professional understanding of customer ordering processes and service, as well as knowledge of the primary market
• In-depth knowledge of product analysis, data entry, and stock performance trends in the industry
• A degree in business, law, or a related field and/or several years of experience in the financial services industry (e.g., in the areas of wealth management, investment banking, asset management, investment research, sales, marketing, trading, corporate finance, risk management, compliance, legal, operations, global custody, private banking, and related fields)
• Fluency in German and English; knowledge of other languages is a plus
• Proven analytical and problem-solving skills
• Strong numerical and quantitative skills, including MS Excel
• Excellent written and oral communication skills in English and German
• A high degree of integrity, discretion, and confidentiality
• A team player with a strong sense of responsibility and reliability
• Customer Focus and a Service-Oriented Mindset
• Ability to work under pressure and meet deadlines
• Willingness to travel and work flexible hours
• Interest in continuous learning and development